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About Us
Our Mission
At Lipford Financial Services, our mission is to provide personalized financial solutions that empower our clients to achieve their financial goals. We believe in building lasting relationships based on trust, integrity, and exceptional service.
About The Broker
Melissa Lipford is a passionate financial planner, author, and mother of three, dedicated to empowering individuals and families to achieve financial security and build lasting wealth. As the founder of Matriarch Consulting, I specialize in leveraging life insurance products, trust structuring, and estate planning to help my clients protect their assets and create a legacy of financial stability.
My journey into financial planning began with a deeply personal experience. When my husband was diagnosed with kidney failure and faced challenges obtaining coverage, I decided to take matters into my own hands. I became a licensed insurance agent, immersing myself in the complexities of the field, and discovered that life insurance is so much more than most people think. This realization fueled my commitment to educate others and guide them toward smarter financial decisions.
At Matriarch Consulting, I aim to break down financial concepts and provide families with tools to protect their wealth, maximize their potential, and plan for the future. Whether it’s through innovative insurance solutions or estate planning strategies, my mission is to ensure that every client feels confident and in control of their financial journey.
Outside of work, I enjoy playing golf and enjoying the Arizona sun. Being a mother of three inspires me daily to lead by example and to help families create brighter futures.
Let’s work together to build and preserve the wealth you and your family deserve!
Our Services
We offer a comprehensive suite of financial services at Matriarch Consulting & Lipford Financial Services , including investment planning, retirement strategies, and tax optimization. Our personalized approach ensures that each client receives customized solutions that fit their specific circumstances.